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    how do I grant new user permission, i am primary administrator

    johnnybeach2020
    Level 1
     
    2 Comments 2
    George4Tacks
    Level 15
    LouisZx
    Level 1
    1. Log into your Intuit / ProSeries account as the administrator.

    2. Go to User Management (or “Manage Users”) in your account settings.

      • This is under Account Management → User Management in ProSeries

    3. In the “User Management” area, you can add a new online user.

      • There is an “Add user” or “Invite user” option. 

    4. Enter their first name, last name, email, and assign a role / permissions level (e.g. full access, restricted access) depending on what you want them to be able to do. 

    5. The new user will receive an invitation email with instructions (often including a link to reset their password and activate the account).

    6. If needed, you can resend the invitation from the User Management page if they didn’t receive the activation email.